← Atreides Management portfolio

13F-HR filing

VALIDATED

Holdings period 2019-12-31 · Filed 2020-02-14 · Accession 0001777813-20-000003

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#IssuerClass / CUSIPKindSharesValue
1ACTIVISION BLIZZARD INCCOM · 00507V109LONG617,046$36.7 million
2ADVANCED MICRO DEVICES INCCOM · 007903107PUT272,000$12.5 million
3ADVANCED MICRO DEVICES INCCOM · 007903107LONG544,885$25.0 million
4ALPHABET INCCAP STK CL A · 02079K305LONG20,041$26.8 million
5ANGI HOMESERVICES INCCOM CL A · 00183L102LONG1,883,975$16.0 million
6CHEWY INCCL A · 16679L109LONG217,605$6.3 million
7DISNEY WALT COCOM DISNEY · 254687106LONG160,620$23.2 million
8ELASTIC N VORD SHS · N14506104LONG173,900$11.2 million
9FACEBOOK INCCL A · 30303M102LONG133,827$27.5 million
10LYFT INCCL A COM · 55087P104LONG378,356$16.3 million
11MICRON TECHNOLOGY INCCOM · 595112103LONG129,800$7.0 million
12NIKE INCCL B · 654106103LONG131,800$13.4 million
13NVIDIA CORPORATIONCOM · 67066G104PUT42,500$10.0 million
14NVIDIA CORPORATIONCOM · 67066G104LONG141,548$33.3 million
15REDFIN CORPCOM · 75737F108LONG1,081,473$22.9 million
16RESTAURANT BRANDS INTL INCCOM · 76131D103LONG147,400$9.4 million
17ROKU INCCOM CL A · 77543R102LONG8,388$1.1 million
18SNAP INCCL A · 83304A106LONG1,001,100$16.3 million
19SQUARE INCCL A · 852234103LONG241,400$15.1 million
20TAKE-TWO INTERACTIVE SOFTWARCOM · 874054109LONG167,560$20.5 million
21TESLA INCCOM · 88160R101LONG67,621$28.3 million
22TRACTOR SUPPLY COCOM · 892356106LONG42,400$4.0 million
23TWILIO INCCL A · 90138F102LONG138,935$13.7 million
24ULTA BEAUTY INCCOM · 90384S303LONG29,000$7.3 million
25WAYFAIR INCCL A · 94419L101LONG184,619$16.7 million
26WYNN RESORTS LTDCOM · 983134107LONG32,601$4.5 million
27ZENDESK INCCOM · 98936J101LONG144,268$11.1 million